some of that depends on the data source and the data structure within the source -
without seeing your twbx workbook and the data we can only take a best guess
How did you try to link the data? Based on your post it sounds like you have data that represents a "Total Project Budget" and detailed invoice data that tried to blend the data
A join would probably be better (only a guess) and then you would need to deal with the aggregation based on the data
Please post your twbx workbook for a better answer
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Unfortunately I cannot post any of the information in the workbook. I was trying to Join the information, but it seemed to create too complex of a join which resulted in data being repeated. The data from the databases is in such a way that a few different tables need to be connected to get helpful information about the project. Then adding a connection from that database to the other which also is a few tables connected seems to cause multiplying data.